IA
CEW

IFP Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

IFP Advisors’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,500
Closed -$28K – 3841
2018
Q2 		$28K Buy
+1,500
New +$28.8K ﹤0.01% 2261

Other funds holding CEW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CFS
Ceros Financial Services Rockville, Maryland $316M AUM

IFP Advisors's CEW Position: Q1 2019 in Review

IFP Advisors held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q1 2019 at 68 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

IFP Advisors first reported a position in CEW in Q1 2016 and has held it in 13 quarters since. The position peaked at $190K in Q1 2018. 21 funds tracked by Wall St. Rank hold CEW as of Q1 2019.

  • IFP Advisors held 68 shares of WisdomTree Emerging Currency Strategy Fund worth $1K as of Q1 2019.
  • IFP Advisors left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q1 2019.
  • WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2184 holding.
  • IFP Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2016 and has held it in 13 quarters since.
  • IFP Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $190K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.